Allison Lawshe is the Learning Center Program Manager at Family Office Exchange (FOX). In her role, she partners with FOX’s Chief Learning Officer, Mindy Kalinowski Earley, to deliver learning programs and content for families, family office staff and advisors. Allison brings ten years of family foundation experience to the role, most recently as Chief Program Officer at the IDP Foundation, Inc., where she led the international education portfolio and scaling of training and financing program to over 600 schools across Ghana.

Allison has an MPP from the University of Chicago, a BA in Economics and Latin American, Caribbean & Iberian Studies from the University of Wisconsin – Madison and is a Professional Certified Coach.

Chris Herbert is a Relationship Manager at Family Office Exchange (FOX). He brings to his role a background that is rooted in the Financial Services Industry, having served in the areas of commercial and private banking, as well as Family Business Services. As a senior relationship manager, Chris works with financial families to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX.​

Prior to joining FOX, Chris worked in the Family Business Division at The Northern Trust Company, where he managed a portfolio of family business assets that are associated with closely-held corporations and partnerships held in trusts and estates. He has experience with assets in a variety of industries, such as, manufacturing, publishing, investing, agriculture, and real estate. Chris also has a background in commercial lending and trust administration. Earlier in his career, he worked as a legal researcher for a well-respected, Chicago-based, intellectual property consulting firm, which specialized in litigation/valuation advisory services.​

Chris holds an M.B.A. in International Business and Marketing from the Brennan School of Business at Dominican University.​

Kim Kamin is a partner and the Chief Wealth Strategist at Gresham Partners LLC, an independent wealth management firm currently serving about 120 families nationally as a multi-family office. At Gresham, Kim leads the development and implementation of estate, wealth transfer, philanthropic, educational, and fiduciary planning activities. Previously she was a partner at what is now ArentFox Schiff.

Kim is an adjunct professor at the Northwestern University Law School and on faculty for the University of Chicago Business School Executive Education. She is on the UHNW Families & Family Offices Committee of the Trusts & Estates Magazine Editorial Advisory Board, has published on a wide variety of topics and is also a frequent lecturer in a variety of venues across the country. She is co-executive editor and co-author for the Leimberg Library Tools & Techniques book, Estate Planning for Modern Families (4th Ed. forthcoming 2024), and has been a contributing author in books, including the recent Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors.

Kim is an ACTEC Regent, Past President of the Chicago Estate Planning Council, Planning Chair for ALI-CLE Large Estates, and Estate Planning & Legal Issues Domain Chair for the UHNW Institute.  She serves on the Founders' Committee for The University of Chicago Center of Law and Finance and on advisory boards for multiple local philanthropic organizations.

Kim received her B.A., with distinction and departmental honors in Psychology, from Stanford University and her J.D. from The University of Chicago Law School. She is an AEP^® (Distinguished) and a 21/64 Certified Advisor.

Keith is an educator who consults with leaders and rising generation members of families with significant wealth. Family Wealth Report named Keith the 2015 “outstanding contributor to wealth management thought-leadership.” In addition to serving as Wise Counsel’s Managing Director, Keith also serves select families as a trustee, trust protector, or director of family private trust companies. Keith’s writings and commentary have appeared in The Wall Street Journal, The New York Times, and The Financial Times. He is the co-author of Wealth and the Will of God, The Cycle of the Gift, The Voice of the Rising Generation, Family Trusts, Complete Family Wealth, Wealth of Wisdom: the Top 50 Questions Wealthy Families Ask, and Wealth of Wisdom: the Top Practices of Wealthy Families and their Advisors. Keith has served as a Managing Director at Wells Fargo Family Wealth, an adjunct professor of management at Vanderbilt University, and an adjunct assistant professor of philosophy at Boston College. Keith holds a Ph.D. in Social Thought from the University of Chicago, a BA and MA in Classics and Philosophy from Boston University, and is a graduate of the ABA’s National Trust School. 

Stephanie Derks concentrates her practice on estate planning for high-net-worth families and family offices, estate and business succession planning for closely-held business owners, trust and estate administration, tax compliance, and other wealth planning matters. Stephanie understands the unique dynamics involved when working with families and family-owned companies. She strives to provide creative and comprehensive solutions to achieve clients’ estate, business, and tax planning goals. She is a member of the firm’s Estates and Trusts Practice.

Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press, and is the co-author with Susan Massenzio and Keith Whitaker of The Cycle of the Gift: Family Wealth and Wisdom, The Voice of the Rising Generation, and Complete Family Wealth, all published by John Wiley & Sons and is a co-author with Hartley Goldstone and Keith Whitaker of Family Trusts: A Guide to Trustees, Beneficiaries, Advisors and Protectors. In addition, he has written numerous articles on family governance and wealth preservation and a series of Reflections which can be found on his website jamesehughes.com and his foundation, jehjf.org.

Jay was the founder of a law partnership in New York City specializing in the representation of private clients throughout the world and is now retired from the active practice of law. Mr. Hughes was a partner of the law firms of Coudert Brothers and Jones Day. He is a current active Fellow of Wise Counsel Research Foundation a Boston based think tank providing qualitative advice to families who seek to avoid the shirt sleeves proverb and to help their families flourish.

He is a member of the Advisory Board of Arlington Partners, the Chair Emeritus and  Chair of Distribution and Beneficiary Life Enhancement Committee of Lineage Trust Company, mentor to the members of the Matter Family Office, a Fellow of the Family Firm Institute, a member of the Society of Trusts and Estates Practitioners, Founding Member of the Collaboration for Family Flourishing, a Laureate of the Purposeful Planning Institute, Director of the Learning Courage Foundation, former director of the Rocky Mountain Institute, former member of the Standing Committee of the HS2 Foundation, Emeritus Trustee of The Far Brook School, Emeritus Trustee of Prescott College, former Trustee of the Albert and Mary Lasker Foundation, Board Member of the Hemera Foundation, and Board Member of the Robert H N Ho Family Foundation, and member of The Committee on Capital Gifts of Princeton University.

He has spoken frequently at numerous international and domestic symposia on the avoidance of the “shirtsleeves to shirtsleeves” proverb and on the dynamic growth of families’ human, intellectual, social, spiritual, and financial capitals toward their families’ flourishing.

Mr. Hughes has been cited in The New York Times, the Wall Street Journal and various professional journals. He is a member of boards of various private trust companies, an advisor to numerous investment institutions, and a member of a number of private philanthropic boards.  In recent years he has participated in multiple podcasts and Zoom teachings.

In 2022, Mr. Hughes created a continuing legal education course, Qualitative Estate Planning, through Law Practice CLE.

Jay is a graduate of the Far Brook School (Class of 1956) which teaches through the Arts, The Pingry School (Class of 1960), Princeton University degree in history cum laude (Class of 1964)  Columbia School of Law (Class of 1967). He is a counselor to the Family Office Exchange and recipient of its Founder’s Award, the recipient of the Private Asset Management Lifetime Achievement Award, the Ackerman Institute Family Partner Award and the Family Wealth Report Lifetime Achievement Award.

In 2021, The James E. Hughes, Jr. Foundation (JEHJF) was founded, in Jay’s honor and as a gift to him, to advance the field of family wealth as individual and generational well-being.  Rooted in Jay’s landmark Five Capitals research, the JEHJF is designed to spread the spirit of Jay to as many individuals that have this desire.

Todd works with national, international and local clients on the creation, migration, modification and administration of Delaware trusts.  He represents Delaware trustees, beneficiaries, law firms and individuals throughout the country on all matters involving Delaware trusts and estates.  His practice primarily emphasizes the unique advantages of Delaware trust law, including dynasty trusts, directed trusts, asset protection trusts, trust modifications, and tax planning.  Todd also represents trustees, executors, and beneficiaries in all types of trusts and estates litigation and has served as an expert witness in litigation involving Delaware trusts.  As an estate planner, he assists high-net-worth clients with saving taxes, implementing their planning goals, and managing and preserving their wealth for future generations. 

Todd is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and is a member of the Trust Administration Task Force (Past Chair) and Fiduciary Litigation Committee, and former member of the New Fellows Committee, Program Committee and Forms Taskforce.  Todd is also a member of the Board of the ACTEC Foundation.  He is also a member of the Society of Trust and Estate Practitioners. Todd holds the designation of Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils (NAEPC) and was inducted into the NAEPC Estate Planning Hall of Fame in 2023.  He is AV-rated by his peers in Martindale-Hubbell, is ranked Band 1 in Chambers HNW in both Private Wealth Law and Private Wealth Disputes in Delaware, is included in The Best Lawyers in America (2014-2025), and Best Lawyers named him “Delaware Lawyer of the Year” for Litigation - Trusts and Estates (2018) and for Trust and Estates (2020 and 2025).

Todd is a Past-Chair of both the Estates & Trusts and Tax Sections of the Delaware State Bar Association. Todd serves on the Legislative Drafting Committee of the Trusts and Estates Section of the Delaware State Bar Association which drafts updates to Delaware’s trust laws annually.  He is a Past-President and Past-Board Member of the Estate Planning Council of Delaware.  He served as an observer for the Drafting Committee for the Uniform Directed Trust Act and serves as an observer for the Drafting Committee for the Uniform Directed Trust Act and the Conflict of Trust and Estate Laws.  He serves on the Editorial Board of Trusts & Estates magazine, served on the Executive Committee of the Delaware Trust Conference, serves on the Advisory Board of the University of Delaware Trust Management Minor Program and Trust Certification Program, and was Chair of the 2020 Delaware Trust Conference presented by the Delaware Bankers Association.

Todd is a nationally recognized author on Delaware trust law and his articles have appeared in notable publications such as Trusts & Estates and Estate Planning magazines, among others. He is also a recognized speaker, frequently appearing before professional and business audiences across the country, including ACTEC, the Heckerling Institute, Notre Dame Tax & Estate Planning Institute, Kansas City Estate Planning Symposium, Fiduciary and Investment Risk Management Association, UHNWI, Purposeful Planning Institute, Estate Planning Councils, the Northern Trust Symposium, and the Delaware Trust Conference. 

Todd graduated with a J.D. from University of Maryland School of Law, with honors, in 1999.  He graduated summa cum laude from Drexel University in 1992 with a B.S., finance.  He is admitted to practice before the Courts of the State of Delaware and the U.S. District Court for the District of Delaware.

Aaron Hegji advises centi-millionaires and billionaires regarding the maintenance, preservation, and succession of their wealth. Clients appreciate his ability to thoroughly understand complex systems and translate it for them. He believes the keystone to proper advice is understanding the client and this requires a sincere interest in the client’s wishes.

Mr. Hegji is (i) the Senior Planning Advisor for Planning Advisory Services, an international, planning think-tank and advisory firm, (ii) Of Counsel with Harrison LLP, a national private client services firm, and (iii) an Adjunct Professor at UNLV’s William S. Boyd School of Law in the area of Estate Planning. His work experience includes family office services, private trust company work, retail trust company work, estate planning, asset protection planning, tax planning, multi-jurisdictional planning and issues, expert witness work, professional trustee services, ERISA planning, philanthropy, M&A, tax-free reorgs, and succession planning. Previously, he was a senior associate at a variety of Nevada and California based law firms as well as the Chief Fiduciary Officer, Wealth Strategist, and member of the Board of Directors of a private retail trust company.

Mr. Hegji is a frequent lecturer for CLEs, a volunteer editor for the California Bar Journal, and has been published in BNA’s Estate Planning, California Society of CPAs, and the California Bar Journal.

Meghan Tepas is a Partner in the Croke Fairchild Duarte & Beres Litigation & Investigations and Private Client Services practice groups.

Meghan is passionate about litigation and approaches each case with creativity, out-of-the-box thinking, and determination. Meghan’s practice focuses on trust, estate, and fiduciary disputes where she represents beneficiaries, trustees, executors, and family-business owners. She has successfully litigated controversies involving breach of trust, trustee removal, and intra-family disputes relating to family businesses, as well as numerous general commercial litigation, breach of fiduciary duty, restrictive covenant, and breach of contract matters. 

Meghan’s representation of her clients often begins in the early stages of a conflict, counseling and advising on how best to avoid litigation, particularly for matters involving families and personal relationships. However, when litigation is unavoidable, Meghan handles matters zealously through trial and post-trial appellate proceedings. Meghan also represents clients in private arbitration hearings.

Rick Fogg is co-founder, Managing Director, President, and Senior Trust Officer of Lineage Trust Company, LLC, a licensed Nevada trust company based in Reno. Lineage is independently owned and works exclusively with ultra-high net worth multi-generational families. After working as a business and tax lawyer, Mr. Fogg was called into service for financially abundant families as a trusted advisor, mentor, and fiduciary. His primary interest is helping clients gain peace of mind while they pursue meaningful lives of learning, work, and engagement. Through Lineage and his almost 30 years of professional service to families, Mr. Fogg has experience with all aspects of planning, administration and transitions within families and family enterprises. Mr. Fogg graduated from Westmont College in Santa Barbara in 1992 and completed his law degree at the University of Washington, School of Law in 1996. He serves on several boards of directors of family businesses and on investment and distribution committees for family bank and fiduciary systems. He is the former governing board president and member of the Collaboration for Family Flourishing.